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Created page with 'The document created when you click on the MS Word Merge button is "disconnected" from SmartSimple. If you wish to upload the document to SmartSimple you can use one of t…'
The document created when you click on the MS Word Merge button is "disconnected" from [[SmartSimple]]. If you wish to upload the document to [[SmartSimple]] you can use one of two techniques:
* Login and upload the document to the appropriate single or multiple file field.<br />-or-
* Use [[SmartDoc for Microsoft Word Overview|SmartDoc for Microsoft Word]] to automatically upload the document to a specified single or multiple file field, without directly logging into the system.
'''SmartDoc plug-in document uploading:'''
* To use [[SmartDoc for Microsoft Word Overview|SmartDoc for Microsoft Word]] to upload a Word document you need to specify the field within SmartSimple that will be used to store the document. It can be either a [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple File]] field.
* The field name is set in the MS Word Merge Field type - [[Custom Field]] setting.
[[Image:StoreTo.PNG]]
* All [[Custom Field Type: Link – Single File|Single File]] and [[Custom Field Type: Link – Multiple Files|Multiple File]] fields on the same level and any parent levels (Level 1 and or Level 2) will be available in the '''Value Stores To''' combo box.
::''i.e. if the '''MS Word Merge''' field is at Level 2, you will be shown all File fields on Level 2 and Level 1.''
::''If all fields are being displayed rather than just file storage fields you should save the MS Word Merge [[Custom Field]].''
* Each user will need to download and install the latest version of [[SmartDoc for Microsoft Word Overview|SmartDoc for Microsoft Word]] to take advantage of this feature.
* Note: [[Enable URL Parameter Encryption]] on Global Settings must be disabled to use this method.
<br>
Once the MS Word Merge document has been generated as described [[#Generating the Document|above]] the [[user]] can edit the document and/or save it locally if desired. <br>
Selecting the '''Upload Document''' button on the [[SmartDoc for Microsoft Word Overview|SmartDoc]] toolbar in MS Word will cause the document to uploaded to [[SmartSimple]] and attached to the designated field.
==See Also==
{{WordMergeLinks}}
* Login and upload the document to the appropriate single or multiple file field.<br />-or-
* Use [[SmartDoc for Microsoft Word Overview|SmartDoc for Microsoft Word]] to automatically upload the document to a specified single or multiple file field, without directly logging into the system.
'''SmartDoc plug-in document uploading:'''
* To use [[SmartDoc for Microsoft Word Overview|SmartDoc for Microsoft Word]] to upload a Word document you need to specify the field within SmartSimple that will be used to store the document. It can be either a [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple File]] field.
* The field name is set in the MS Word Merge Field type - [[Custom Field]] setting.
[[Image:StoreTo.PNG]]
* All [[Custom Field Type: Link – Single File|Single File]] and [[Custom Field Type: Link – Multiple Files|Multiple File]] fields on the same level and any parent levels (Level 1 and or Level 2) will be available in the '''Value Stores To''' combo box.
::''i.e. if the '''MS Word Merge''' field is at Level 2, you will be shown all File fields on Level 2 and Level 1.''
::''If all fields are being displayed rather than just file storage fields you should save the MS Word Merge [[Custom Field]].''
* Each user will need to download and install the latest version of [[SmartDoc for Microsoft Word Overview|SmartDoc for Microsoft Word]] to take advantage of this feature.
* Note: [[Enable URL Parameter Encryption]] on Global Settings must be disabled to use this method.
<br>
Once the MS Word Merge document has been generated as described [[#Generating the Document|above]] the [[user]] can edit the document and/or save it locally if desired. <br>
Selecting the '''Upload Document''' button on the [[SmartDoc for Microsoft Word Overview|SmartDoc]] toolbar in MS Word will cause the document to uploaded to [[SmartSimple]] and attached to the designated field.
==See Also==
{{WordMergeLinks}}